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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$11M +$826K +14,503 +8%
PFA
27
Pure Financial Advisors
California
$10.8M +$209K +3,670 +2%
FCG
28
Financial Connections Group
California
$10.6M +$785K +13,779 +8%
AllianceBernstein
29
AllianceBernstein
Tennessee
$10.4M +$175K +3,079 +2%
M
30
MYeCFO
California
$9.94M -$347K -6,099 -3%
SEI Investments
31
SEI Investments
Pennsylvania
$9.74M +$1.57M +27,557 +19%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$9.31M -$721K -12,652 -7%
UCFA
33
United Capital Financial Advisors
Texas
$9.05M +$946K +16,602 +12%
WP
34
WealthSource Partners
California
$8.82M -$992K -17,405 -10%
TF
35
TIAA FSB
Florida
$8.54M +$4.56M +80,064 +114%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$8.51M +$886K +15,553 +12%
Jane Street
37
Jane Street
New York
$8.09M -$2.91M -51,005 -26%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$8.03M -$291K -5,103 -3%
PCIA
39
Prime Capital Investment Advisors
Kansas
$7.7M +$7.7M +135,207 New
US Bancorp
40
US Bancorp
Minnesota
$7.59M -$1.23M -21,552 -14%
MWM
41
Mission Wealth Management
California
$7.57M -$154K -2,710 -2%
Ameriprise
42
Ameriprise
Minnesota
$7.52M -$554K -9,717 -7%
DAS
43
Dynamic Advisor Solutions
Arizona
$7.12M +$4.74M +83,194 +199%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$6.84M +$210K +3,684 +3%
CL
45
Choreo LLC
Illinois
$6.14M +$17.9K +315 +0.3%
BPA
46
Beacon Pointe Advisors
California
$5.67M +$68.2K +1,197 +1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$5.65M -$214K -3,753 -4%
Betterment LLC
48
Betterment LLC
New York
$5.47M +$281K +4,927 +5%
LPAM
49
Lodestar Private Asset Management
California
$5.47M +$138K +2,418 +3%
PA
50
Parallel Advisors
California
$5.21M -$690K -12,112 -12%